• Responsible for the strategic coordination and execution of client marketing, servicing, risk management, and/or sales activities. • Manage a book of business, increase account retention, and resolve complex customer service problems. • Actively seek to grow IOA business by identifying and acting on sales opportunities, and serve as a resource to the account team and Producers. • Direct daily activities and workflow of the account team. • Maintain high technical competence and industry expertise. • Ensure beneficial outcomes using discretion and judgment. • Manage client relationships, conduct meetings, and close business. • Act as a communication conduit between Producers and the account team. • Manage account activities, policy administration, billing, claims, and more. • Manage policy expirations and renewals. • Conduct research, gather information, prepare submissions, and bind coverage. • Monitor reports and collect outstanding balances. • Maintain data accuracy in agency management systems. • Ensure timely completion of activities. • Deliver excellent service, anticipate needs, and respond quickly to requests. • Stay updated on company policies and procedures. • Seek and adopt best practices to improve individual and team performance. • Demonstrate integrity and leadership.